Pinnacle Wealth Planning Services, Inc. Purchases in Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
294K
+ 7.62%
$25.44 - $25.58 $7.48M - $7.52M
4.15M $106M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
40K
+ 5.46%
$24.73 - $25.62 $989K - $1.03M
773K $19.8M
EFV
Msci Eafe Value ETF

ETFs
8.06K
+ 5.62%
$51.88 - $60.73 $418K - $490K
152K $8.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
988
+ 11.19%
$442.66 - $534.52 $437K - $528K
9.82K $5.23M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16.9K
New
$41.74 - $43.57 $707K - $738K
16.9K $713K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.8K
+ 2.84%
$49.78 - $53.19 $635K - $678K
461K $23.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.53K
+ 140.63%
$77.7 - $78.94 $585K - $594K
12.9K $1.02M
EMLP
First Tr Exchange Traded Iv

ETFs
6.34K
+ 4.08%
$35.79 - $38.28 $227K - $243K
162K $6.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.35K
+ 39.81%
$468.34 - $539.52 $630K - $726K
4.73K $2.22M
EFG
Msci Eafe Growth ETF

ETFs
3.05K
+ 6.18%
$96.1 - $106.37 $293K - $325K
52.4K $5.24M
XOM
Exxon Mobil Corp

Energy
1.61K
+ 7.57%
$105.44 - $118.93 $170K - $192K
22.9K $2.72M
EMTL
Spdr Doubleline Emerging Marke

ETFs
5.38K
+ 2.78%
$42.13 - $43.1 $226K - $232K
199K $8.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 9.12%
$225.19 - $279.95 $307K - $382K
16.3K $4.01M
ABBV
Abb Vie Inc.

Healthcare
148
+ 1.22%
$169.2 - $216.66 $25K - $32.1K
12.2K $2.56M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
19.3K
+ 182.62%
$14.09 - $18.05 $272K - $348K
29.8K $532K
PUK
Prudential PLC

Financial Services
17.2K
New
$14.54 - $21.92 $251K - $378K
17.2K $370K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.9K
+ 5.1%
$18.46 - $19.19 $202K - $210K
225K $4.32M
T
At&T Inc.

Communication Services
4.7K
+ 12.71%
$21.56 - $28.28 $101K - $133K
41.7K $1.18M
EQT
Eqt Corp

Energy
6.31K
New
$46.16 - $54.25 $291K - $342K
6.31K $336K
PM
Philip Morris International Inc.

Consumer Defensive
253
+ 3.33%
$117.15 - $158.79 $29.6K - $40.2K
7.85K $1.25M
CNQ
Canadian Natural Resources LTD

Energy
9.3K
New
$26.72 - $32.74 $249K - $305K
9.3K $286K
DE
Deere & CO

Industrials
502
+ 54.57%
$408.57 - $509.27 $205K - $256K
1.42K $667K
DOW
Dow Inc.

Basic Materials
7.94K
New
$34.36 - $41.92 $273K - $333K
7.94K $277K
GLD
Spdr Gold Trust

ETFs
272
+ 6.79%
$243.19 - $288.14 $66.1K - $78.4K
4.28K $1.23M
AEP
American Electric Power CO Inc

Utilities
2.41K
New
$90.32 - $109.27 $217K - $263K
2.41K $262K
LLY
Eli Lilly & CO

Healthcare
110
+ 3.49%
$725.72 - $929.72 $79.8K - $102K
3.26K $2.69M
XLE
Energy Sector Spdr

ETFs
1.3K
+ 8.05%
$85.7 - $93.96 $111K - $122K
17.4K $1.63M
NVS
Novartis Ag

Healthcare
2.18K
New
$97.14 - $115.57 $212K - $252K
2.18K $243K
MELI
Mercadolibre Inc

Consumer Cyclical
124
New
$1739.0 - $2260.0 $216K - $280K
124 $241K
TTE
Total Energies Se

Energy
3.49K
New
N/A
3.49K $239K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
662
+ 21.12%
$80.53 - $147.57 $53.3K - $97.7K
3.8K $501K
JNJ
Johnson & Johnson

Healthcare
432
+ 5.65%
$142.06 - $167.7 $61.4K - $72.4K
8.08K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
76
+ 0.82%
$279.74 - $321.29 $21.3K - $24.4K
9.39K $2.93M
AZN
Astrazeneca PLC

Healthcare
1.05K
+ 5.37%
$65.37 - $77.96 $68.4K - $81.6K
20.5K $1.51M
PLTR
Palantir Technologies Inc.

Technology
2.43K
+ 87.39%
$64.98 - $124.62 $158K - $302K
5.2K $438K
ABT
Abbott Laboratories

Healthcare
284
+ 2.9%
$111.1 - $140.22 $31.6K - $39.8K
10.1K $1.34M
SNN
Smith & Nephew PLC

Healthcare
8.04K
New
$23.89 - $30.34 $192K - $244K
8.04K $228K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.59K
New
$47.74 - $65.16 $171K - $234K
3.59K $228K
CMA
Comerica Inc

Financial Services
3.79K
New
$56.11 - $68.38 $213K - $259K
3.79K $224K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
6.81K
New
$32.13 - $33.82 $219K - $230K
6.81K $220K
OXY
Occidental Petroleum Corp

Energy
4.43K
New
$45.45 - $52.7 $201K - $233K
4.43K $218K
TRV
Travelers Companies, Inc.

Financial Services
817
New
$232.43 - $265.13 $190K - $217K
817 $216K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.81K
New
$119.38 - $161.42 $217K - $293K
1.81K $216K
O
Realty Income Corp

Real Estate
3.71K
New
$51.67 - $58.49 $192K - $217K
3.71K $215K
FXI
Ishares Tr

ETFs
6.01K
New
$28.65 - $38.55 $172K - $232K
6.01K $215K
SU
Suncor Energy Inc

Energy
5.55K
New
$34.27 - $40.63 $190K - $225K
5.55K $214K
CCL
Carnival Corp

Consumer Cyclical
10.9K
New
$19.08 - $28.49 $208K - $311K
10.9K $213K
KO
Coca Cola CO

Consumer Defensive
830
+ 5.15%
$60.81 - $72.32 $50.5K - $60K
17K $1.21M
AZO
Autozone Inc

Consumer Cyclical
55
New
$3193.96 - $3828.11 $176K - $211K
55 $209K
Activity Summary
Buys All Purchases 300 New Holdings 39 Increased Positions 261 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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